LVW Advisors
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LVW Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

LVW Advisors’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,004
Closed -$266K – 502
2026
Q2 		$266K Buy
3,004
+195
+7% +$18.9K 0.02% 378
2026
Q1 		$247K Sell
2,809
-325
-10% -$29.3K 0.02% 371
2025
Q4 		$232K Buy
+3,134
New +$225K 0.02% 315

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Wealthcare Advisory Partners
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset One Wealth Management
Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LVW Advisors's REMX Position: Q3 2026 in Review

LVW Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2026, closing a stake of 3,004 shares — an estimated $266K sold.

LVW Advisors first reported a position in REMX in Q4 2025 and held it in 3 quarters. The position peaked at $266K in Q2 2026. 155 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • LVW Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,004 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $266K.
  • LVW Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and held it in 3 quarters.
  • LVW Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $266K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.